FGD
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.9% ·
aandelenstroom +0.2% ·
netto nieuwe posities +2.9%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 26.22K | $858,157 | n/a | n/a |
| Q2 2026 | 34 | -4 | 19.72M | $631.01M | +1 | −6 |
| Q1 2026 | 40 | +4 | 17.79M | $567.85M | +4 | n/a |
| Q4 2025 | 35 | +1 | 14.23M | $430.68M | +1 | n/a |
| Q3 2025 | 3 | +1 | 1.13M | $32.45M | +1 | n/a |
| Q2 2025 | 1 | -1 | 2.54K | $70,038 | n/a | −1 |
| Q1 2025 | 1 | 0 | 75.39K | $1.82M | n/a | n/a |
| Q4 2024 | 1 | +1 | 11.46K | $254,982 | +1 | n/a |
| Q2 2024 | 1 | n/a | 14.66K | $327,419 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.34M | n/a | $100.99M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 2.67M | n/a | $80.86M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 1.44M | n/a | $43.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 1.31M | n/a | $39.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 1.11M | +0.4% | $33.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | UBS Group AG | 798.49K | n/a | $24.17M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 681.47K | n/a | $20.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 436.63K | n/a | $13.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 405.52K | n/a | $12.28M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 355.49K | n/a | $10.76M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cetera Investment Advisers | 298.57K | n/a | $9.04M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 289.84K | n/a | $8.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 206.17K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jones Financial Companies Lllp | 158.93K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 112.60K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 99.88K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Osaic Holdings, Inc. | 95.05K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Baird Financial Group, Inc. | 77.25K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 59.95K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 52.17K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 43.75K | +199.5% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 39.92K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Sei Investments Co | 34.78K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 26.93K | n/a | $815,032 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 22.31K | n/a | $675,436 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 21.85K | n/a | $672,968 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 21.83K | n/a | $660,794 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 16.64K | n/a | $503,780 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 7.30K | +7.3% | $221,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Cwm, Llc | 3.28K | n/a | $99,000 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 700 | n/a | $21,189 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 208 | n/a | $6,298 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 200 | n/a | $6,054 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 196 | Nieuw | $5,933 | 0.0% | New | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 4 | n/a | $121 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| JPMorgan Chase | $5,933 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 189 houders, 25.09M aandelen, $779.63M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.